CT
KREF

Clearstead Trust’s KKR Real Estate Finance Trust KREF Stock Holding History

Clearstead Trust’s Portfolio KREF Stock Details KREF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-24
Closed -$216 – 1285
2025
Q3 		$216 Hold
24
– – ﹤0.01% 1493
2025
Q2 		$211 Buy
+24
New +$221 ﹤0.01% 1470

Other funds holding KREF

KKRC
Kohlberg Kravis Roberts & Co New York $5.71B AUM 72.37% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
NSLI
Nan Shan Life Insurance Taipei City, Taiwan $3.19B AUM 24.42% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LPC
Long Pond Capital New York $1.04B AUM 2.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
NC
Nokomis Capital Dallas, Texas $290M AUM 55.12% 1-Year Est. Return

Clearstead Trust's KREF Position: Q4 2025 in Review

Clearstead Trust sold out of KKR Real Estate Finance Trust (KREF) in Q4 2025, closing a stake of 24 shares — an estimated $216 sold.

Clearstead Trust first reported a position in KREF in Q2 2025 and held it in 2 quarters. The position peaked at $216 in Q3 2025. 164 funds tracked by Wall St. Rank hold KREF as of Q4 2025.

  • Clearstead Trust reported no remaining KKR Real Estate Finance Trust position as of Q4 2025 after selling out during the quarter.
  • Clearstead Trust sold 24 KKR Real Estate Finance Trust shares in Q4 2025, an estimated $216.
  • Clearstead Trust first reported a position in KKR Real Estate Finance Trust in Q2 2025 and held it in 2 quarters.
  • Clearstead Trust's KKR Real Estate Finance Trust position peaked at $216 in Q3 2025.
  • 164 funds tracked by Wall St. Rank held KKR Real Estate Finance Trust as of Q4 2025.

Based on Clearstead Trust's 13F filing for Q4 2025, filed 9 Feb 2026.